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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,622 | $34,634-78.0% | $77,096-90.1% | $64,819-88.2% |
| Participation rate | 28.2% | 49.8%-21.7pp | 67.9%-39.8pp | 71.5%-43.3pp |
| Annual return | -5.65% | -5.31%-0.3pp | 42.35%-48.0pp | 32.84%-38.5pp |
| Employer contribution / active EE | $741 | $1,385-46.5% | $2,814-73.7% | $2,507-70.5% |
| Participant deferral / active EE | $1,153 | $2,553-54.8% | $4,429-74.0% | $4,311-73.3% |
| Admin fee / account holder | $33 | $178-81.2% | $5,428-99.4% | $188-82.2% |